Jan 8, 2020 Wealth & Well-Being How the December 2019 SECURE Act Legislation is Influencing Financial Planning Written by Kristina George in collaboration with Lexicon Content Development Read More
Dec 12, 2019 Wealth & Well-Being 2019 Year End Tax Planning Tips Written by Kristina George in collaboration with Lexicon Content Development Read More
Dec 4, 2019 Wealth & Well-Being Better Advice, Better Outcomes: The Role of a Certified Financial Transitionist® (CeFT®) Written by Robin Young in collaboration with Lexicon Content Development Read More
Oct 15, 2019 Wealth & Well-Being Tips for Managing an Inheritance Written by Julie Fortin & Olivia Luper in collaboration with Lexicon Content Development Read More
Sep 30, 2019 Wealth & Well-Being Top 5 Life Insurance Myths That Can Put Your Family at Risk Written by Rachel DeCarolis in collaboration with Lexicon Content Development. Read More
Sep 11, 2019 Wealth & Well-Being Seeking Flow in Retirement Written by Robin Young in collaboration with Lexicon Content Development Read More
Aug 27, 2019 Wealth & Well-Being 4 Questions Every Woman Should Answer Before Claiming Social Security Benefits Written by Julie Fortin in collaboration with Lexicon Content Development Read More
Aug 9, 2019 Wealth & Well-Being The Benefits of the Collaborative Process: A Financial Perspective Written by Kristina George in collaboration with Lexicon Content Development Read More
Aug 6, 2019 Wealth & Well-Being Is Your Adult Child Putting Your Retirement at Risk? Written by Julie Fortin & Olivia Luper in collaboration with Lexicon Content Development Read More
Jul 23, 2019 Wealth & Well-Being 3 Summertime Tax Preparation Tips Written by Kristina George in collaboration with Lexicon Content Development Read More
Jul 10, 2019 Wealth & Well-Being What Women Need to Know About Social Security and Divorce Written by Kristina George in collaboration with Lexicon Content Development Read More
Jun 21, 2019 Wealth & Well-Being The Journey Forward: A Widow’s Guide to Taking the First Steps Written by Robin Young in collaboration with Lexicon Content Development Read More
